Muva nje, umfutho wemakethe yaphesheya kwezilwandle ukhuphuke kakhulu.NgoMeyi, i-CPI yase-United States inyuke ngo-8.6% unyaka nonyaka, iminyaka engu-40 ephakeme, futhi indaba yokwehla kwamandla emali e-United States yaphinde yagxilwa.Imakethe kulindeleke ukuthi inyuse izinga lenzalo yase-US ngamaphoyinti angu-50 ngoJuni, uJulayi noSepthemba ngokulandelana, futhi kulindeleke ukuthi i-US Federal Reserve ingase inyuse izinga lenzalo ngamaphoyinti angu-75 ekuhlanganeni kwayo kwesilinganiso senzalo ngoJuni.Ethintwe yilokhu, ijika lesivuno lamabhondi ase-US laphinde lahlehliswa, amasheya aseYurophu nawaseMelika awela ngaphesheya, idola laseMelika lakhuphuka ngokushesha futhi laphula ukuphakama kwangaphambilini, futhi zonke izinsimbi ezingenayo insimbi zazingaphansi kwengcindezi.

Ngaphakathi, inani lamacala asanda kutholwa e-COVID-19 lisalokhu lisezingeni eliphansi.I-Shanghai ne-Beijing iqale kabusha i-oda lempilo evamile.Amacala amasha aqinisekisiwe abangela ukuthi imakethe iqaphe.Kukhona ukunqwabelana okuthile phakathi kwengcindezi eyandayo ezimakethe zaphesheya kanye nokuhlangana kancane kwethemba lasekhaya.Kuleli phuzu lokubuka, umthelela wemakethe enkulu kuithusiamanani azobonakala esikhathini esifushane.

Kodwa-ke, kufanele futhi sibone ukuthi maphakathi nasekupheleni kukaMeyi, iBhange Labantu LaseShayina linqamule i-LPR yeminyaka emihlanu ngamaphuzu ayi-15 kuya ku-4.45%, idlula lokho okulindelwe ngabahlaziyi besivumelwano sangaphambilini.Abanye abahlaziyi bakholelwa ukuthi lesi sinyathelo sihlose ukukhuthaza ukufunwa kwezindlu, ukusimamisa ukukhula komnotho nokuxazulula izingozi zezimali emkhakheni wezindlu nezindlu.Ngesikhathi esifanayo, izindawo eziningi e-China zilungise izinqubomgomo zokulawula nokulawula zemakethe yezindlu nezindlu ukuze kuthuthukiswe ukubuyiselwa kwemakethe yezindlu nezindlu kusuka emazingeni amaningi, njengokunciphisa isilinganiso sokukhokha phansi, ukukhulisa ukwesekwa kokuthengwa kwezindlu nge-provident. isikhwama, ukwehlisa izinga lenzalo yemali ebolekiwe, ukulungisa ububanzi bomkhawulo wokuthenga, ukunciphisa isikhathi somkhawulo wokuthengisa, njll. Ngakho-ke, ukusekela okuyisisekelo kwenza intengo yethusi ibonise ukuqina kwentengo okungcono.

Uhlu lwasekhaya luhlala luphansi

Ngo-April, izikhondlakhondla zezimayini ezifana neFreeport zehlisa lokho ebezikulindele ngokukhiqizwa kwe-copper concentrate ngo-2022, nokwenze ukuthi imali yokucubungula ithusi inyuke futhi yehle esikhathini esifushane.Uma kucatshangelwa ukwehliswa okulindelekile kokutholakala kwekhopha kulo nyaka ngamabhizinisi ambalwa aphesheya kwezilwandle, ukwehla okuqhubekayo kwezimali zokucubungula ngoJuni kube yinto engenzeka.Nokho, i ithusiimali yokucubungula isesezingeni eliphezulu elingaphezu kwama-$70 / ton, okunzima ukuthinta uhlelo lokukhiqiza lwesincibilikisi.

NgoMeyi, isimo esiwumqedazwe e-Shanghai nakwezinye izindawo saba nomthelela othile ejubaneni lokukhishwa kwezimpahla eziphuma kwamanye amazwe.Ngokubuyiselwa kancane kancane kokuphila okujwayelekile e-Shanghai ngoJuni, inani lezinsalela zethusi ezingeniswa kwamanye amazwe kanye nenani lokudilizwa kwezinsalela zethusi zasekhaya kungenzeka likhuphuke.Ukukhiqizwa kwamabhizinisi ethusi kuyaqhubeka nokululama, kanye namandlaithusiukwehla kwentengo ekuqaleni kwesigaba sokuqala kunwebise umehluko wentengo yekhopha ecwengiwe kanye nokumosha ithusi futhi, futhi isidingo sokulahlwa kwethusi sizokhula ngoJuni.

I-LME yethusi iqhubekile nokukhuphuka kusukela ngoMashi, futhi isikhuphuke yafinyelela kumathani ayi-170000 ekupheleni kukaMeyi, okunciphise igebe uma kuqhathaniswa nesikhathi esifanayo eminyakeni edlule.I-inventory yethusi yasekhaya inyuke ngamathani angaba ngu-6000 uma kuqhathaniswa nokuphela kuka-April, ikakhulukazi ngenxa yokufika kwekhopha ethengwa kwamanye amazwe, kodwa inani lempahla esikhathini esidlule lisengaphansi kakhulu kwezinga elihlala njalo.NgoJuni, ukunakekelwa kwezincibilikisi zasekhaya kwaba buthaka inyanga nenyanga.Umthamo wokuncibilikisa ohilelekile ekunakekeleni ubungamathani ayizigidi eziyi-1.45.Kulinganiselwa ukuthi ukulungiswa kuzothinta ukuphuma kwethusi elicwengekile lamathani angama-78900.Kodwa-ke, ukubuyiselwa kokuphila okujwayelekile e-Shanghai kuholele ekuthathweni kwesasasa lokuthenga kwe-Jiangsu, Zhejiang ne-Shanghai.Ngaphezu kwalokho, i-inventory yasekhaya ephansi izoqhubeka nokusekela amanani ngoJuni.Kodwa-ke, njengoba izimo zokungenisa ziqhubeka ziba ngcono, umthelela osekelayo ezintengo uzoba buthaka kancane kancane.

Isidingo sokwenza umphumela wokuqinisa

Ngokwezilinganiso zezikhungo ezifanele, izinga lokusebenza kwamabhizinisi e-copper pole kagesi angase abe ngu-65.86% ngoMeyi.Nakuba izinga lokusebenza kagesi ithusiamabhizinisi we-pole awekho phezulu ezinyangeni ezimbili ezedlule, okukhuthaza imikhiqizo eqediwe ukuthi iye endaweni yokugcina impahla, i-inventory yezinkampani zezigxobo ze-copper kagesi kanye ne-inventory yempahla eluhlaza yamabhizinisi amakhebula kusephezulu.NgoJuni, umthelela walolu bhubhane kungqalasizinda, izindlu kanye nezinye izimboni washabalala kakhulu.Uma izinga lokusebenza lethusi liqhubeka nokukhuphuka, kulindeleke ukuthi liqhube ukusetshenziswa kwekhopha elicwengekile, kodwa ukusimama kusancike ekusebenzeni kwesidingo setheminali.

Ukwengeza, njengoba inkathi ephakeme yendabuko yokukhiqizwa kwesimo somoya iya ekupheleni, imboni ye-air conditioning iyaqhubeka nokuba nesimo esiphezulu se-inventory.Noma ngabe ukusetshenziswa kwe-air conditioning kuyashesha ngoJuni, kuzolawulwa kakhulu yi-inventory port.Ngaso leso sikhathi, iChina yethule inqubomgomo yokukhuthaza ukusetshenziswa kwezimoto embonini yezimoto, okulindeleke ukuthi iqale umvuthwandaba wokukhiqiza nokumaketha ngoJuni.

Sekukonke, ukwehla kwamandla emali kuye kwafaka ingcindezi emananini ethusi ezimakethe zaphesheya kwezilwandle, futhi amanani ethusi azokwehla ngezinga elithile.Kodwa-ke, njengoba isimo esiphansi se-inventory yethusi ngokwayo asikwazi ukuguqulwa ngesikhathi esifushane, futhi isidingo sinomphumela omuhle wokusekela ezintweni eziyisisekelo, ngeke kube khona indawo enkulu yokuwa kwamanani ethusi.